Level Four Advisory Services’s Construction Partners ROAD Stock Holding History

Level Four Advisory Services’s Portfolio ROAD Stock Details ROAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-11,065	Closed	-$979K	–	782
2024 Q4	$979K	Sell	11,065 -3,426	-24%	-$298K	0.04%	351
2024 Q3	$1.14M	Sell	14,491 -5,141	-26%	-$317K	0.05%	321
2024 Q2	$1.08M	Buy	+19,632	New	+$1.09M	0.05%	312

Other funds holding ROAD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Level Four Advisory Services's ROAD Position: Q1 2025 in Review

Level Four Advisory Services sold out of Construction Partners (ROAD) in Q1 2025, closing a stake of 11,065 shares — an estimated $979K sold.

Level Four Advisory Services first reported a position in ROAD in Q2 2024 and held it in 3 quarters. The position peaked at $1.14M in Q3 2024. 279 funds tracked by Wall St. Rank hold ROAD as of Q1 2025.

Level Four Advisory Services reported no remaining Construction Partners position as of Q1 2025 after selling out during the quarter.
Level Four Advisory Services sold 11,065 Construction Partners shares in Q1 2025, an estimated $979K.
Level Four Advisory Services first reported a position in Construction Partners in Q2 2024 and held it in 3 quarters.
Level Four Advisory Services's Construction Partners position peaked at $1.14M in Q3 2024.
279 funds tracked by Wall St. Rank held Construction Partners as of Q1 2025.

Based on Level Four Advisory Services's 13F filing for Q1 2025, filed 14 May 2025.